Beta Drugs Limited — PPTs, 27-07-2026: Investor Presentation

Beta Drugs posted strong Q1-FY27 results. Revenue surged to 125.5 Cr, up 25.2% YoY, with profit (PAT) climbing 41.0% YoY to 16.5 Cr. Earnings per share (EPS) grew 27.5% to INR 14.78. This robust performance was driven by exceptional growth in branded oncology (+47% YoY) and contract manufacturing (CMO) (+41% YoY). Gross margins improved to 56.6% due to a favorable shift towards higher-margin businesses.

Strategically, the company recently entered the high-growth IVF segment by acquiring a majority stake in Nivian Lifesciences, whose business showed 45% YoY growth. Key focus areas include R&D for new product launches, expanding export markets, and strengthening backward integration with its API business.

Management guides for 20-25% consolidated revenue growth for FY27, with a long-term vision to derive over 50% of revenue from own branded products by 2030. They expect continued innovation and stronger export momentum going forward.